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Importing Stocks from Broker to MedVed Portfolio


Cloves2020

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Hi,

1. I am trying to import my current holdings into a medved portfolio so I can see my shares and I am able to check to see if news on my holdings comes out daily. I can't seem to figure out how to do this. I can open and view my current holdings by going to account view and then double clicking the account. But don't see a way to go further then that. 

2. If I want to have two stock windows open. Different stocks, so I can trade and watch. What is the fastest way to open a new chart window? I had to jump to the layout and then add a window and it just seemed a bit complicated, figure there has to be a shortcut or faster method here. 

 

Edited by Cloves2020
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1) if you want, you can either view quotes right in the ACCOUNT VIEW/Positions window, or you can highlight all (CTRL+A or right click and select "Select All") then drag to the portfolio to copy. NOTE: when dragging, drag the SYMBOL column

2) chart window has "New Chart" button right on the toolbar

 

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